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Facility: Report Cards
In this article, we'll show you how to customize Report Cards you can send to your clients. These can be configured in the Settings > Client Settings > Report Cards section of your account.
Learn how to send Report Cards to pet parents in our help article: Sending Report Cards in Facility!
Report Card Settings
Report Cards can be enabled in the Report Cards section of your Client Settings.
By default, a blank Report Card can be found on your account. You can get started by modifying the existing Report Card or by creating a new one! Each question you add to your Report Card includes text (what you are asking), how often to show the question (once per pet or once per visit), a question icon, and the question type.
Facility supports nearly 100 different icons, so you can easily find one related to the question you are asking. For example, the "Bowl" icon may be related to a question about how much food a pet ate. Question types can be simple "Yes/No" questions, a "Count" question (where you can enter a number), or a customizable "Multiple Choice" question.
A sample Yes/No question may look like this:
A sample Count question may look like this:
A sample Multiple-Choice question may look like this:
After creating your questions, you can re-order them by dragging and dropping the question to your desired location. You can also edit (and delete) questions by clicking "Edit" next to a question:
Creating Multiple Report Card Templates
Facility supports using multiple Report Cards. For example, the list of questions will likely vary based on whether a service is for Daycare or Boarding. You can create a “Daycare Report Card” and assign this to the "daycare" services. Similarly, you can create a “Boarding Report Card” and assign it to your “boarding” service.
Initially, all the questions you add will be added to the "Default" Report Card. All services will use this "Default" Report Card unless the "Is Default?" is selected on another Report Card:
To create an additional Report Card, click the "Create Report" button:
Enter the name of the new Report in "Report Title" and click "Add Report":
